← Directory
SAROFIM TRUST CO
Legal name: SAROFIM TRUST CO., LTA
CRD 106590File 801-13773
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.96B
Top 10% of cohort (national)
Discretionary AUM
$12.96B
Clients
96
96 accounts
Employees
26
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 13, 1978
- Principal office
- 845 TEXAS AVENUE, SUITE 2000, HOUSTON, TX, 77002
- Phone
- 713-654-4484
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.96B
- Discretionary AUM
- $12.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 96
- Non-discretionary accounts
- 0
- Total accounts
- 96
- AUM per client
- $135.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $68.9M |
| Charitable organizations | 8 | $3.39B |
| High net worth individuals | 86 | $9.32B |
| Pension and profit sharing plans | 1 | $179.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.